10 Essential Decisions for Business Owners

Business owners can be busy… they’re busy running a successful business, wearing lots of hats and making a ton of decisions. We’ve put together a list of 10 essential decisions for every business owner to consider.

10 essential decisions for a business owner from considering corporate structure to retirement and succession planning.

The essential questions include:

Best structure for your business (ex. Sole Proprietor, Corporation, Partnership)

Reduce taxes

What to do with surplus cash

Build employee loyalty

Reduce risk

Deal with the unexpected

Retire from your business

Sell your business

Keep your business in the family

What to do when you’re retired

As a financial advisor, we are uniquely positioned to help business owners, talk to us about your situation and we can provide the guidance you need.

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About Us

Dave looks at all aspects of a client’s financial circumstances. This can range from debt reduction, disability, health and life insurance needs to specific goal planning, such as educational savings (RESPs), retirement planning and of course investment planning and asset allocation.